See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,893 | $160,055+121.7% | $140,016+153.5% | $135,375+162.2% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -3.90% | 911.38%-915.3pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $786 | $6,420-87.8% | $5,606-86.0% | $4,779-83.5% |
| Participant deferral / active EE | $3,665 | $7,642-52.0% | $6,927-47.1% | $5,609-34.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |